+185.4%
PSLV vs DAR
+366.1%
-180.6%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.9% | +2.2% | +0.5% |
| 7D | -3.5% | -0.1% | -3.3% | -3.4% |
| 30D | -2.1% | +2.6% | -4.8% | -2.6% |
| 3M | -1.6% | +14.2% | -15.9% | -3.5% |
| 6M | -25.5% | +17.2% | -42.7% | -27.3% |
| YTD | -11.4% | +80.9% | -92.3% | -18.3% |
| 1Y | +48.6% | +104.0% | -55.4% | +34.7% |
| 3Y | +166.9% | +3.6% | +163.3% | +158.8% |
| 5Y | +152.4% | -7.8% | +160.2% | +144.4% |
| All | +185.4% | +366.1% | -180.6% | +128.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded DAR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling